Registered Plans Administrator Wealth

Position: Registered Plans Administrator at Aviso Wealth
Elevate your career as a Registered Plans Administrator with Aviso Wealth for a 6-month term. This role entails managing registered plan products while adhering to CIRO regulations and deadlines.

As part of Aviso Wealth's Operations Team, you will focus on processing requests related to registered plans such as RESP, RSP, and TFSA. Key responsibilities include timely administration, resolving inquiries, and conducting audits to ensure compliance. Your contribution is pivotal in enhancing the financial well-being of Canadian clients.

Key Responsibilities:

• Administer requests for registered plan products

• Ensure regulatory compliance for various accounts

• Investigate and resolve registered plan inquiries

• Complete CIRO audits within set deadlines

• Participate in Registered Plan Committee Meetings

Requirements:

• 2-3 years of financial industry experience

• Strong communication and analytical skills

• Detail-oriented with time management expertise

• Proficient in Microsoft Office and Dataphile

• Bilingual in English and French is a plus

Contribute to Aviso Wealth's innovative culture by leveraging your expertise in registered plans within a dynamic team.
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